Clearstead Advisors’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History

Clearstead Advisors’s Portfolio QQQX Stock Details QQQX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$26.5K	–	3214
2025 Q2	$26.5K	Hold	1,000	–	–	﹤0.01%	1506
2025 Q1	$23.8K	Hold	1,000	–	–	﹤0.01%	1374
2024 Q4	$27.1K	Hold	1,000	–	–	﹤0.01%	1301
2024 Q3	$25.1K	Hold	1,000	–	–	﹤0.01%	1364
2024 Q2	$25.1K	Hold	1,000	–	–	﹤0.01%	1317
2024 Q1	$23.6K	Buy	+1,000	New	+$23.5K	﹤0.01%	921

Other funds holding QQQX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Clearstead Advisors's QQQX Position: Q3 2025 in Review

Clearstead Advisors sold out of Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) in Q3 2025, closing a stake of 1,000 shares — an estimated $26.5K sold.

Clearstead Advisors first reported a position in QQQX in Q1 2024 and held it in 6 quarters. The position peaked at $27.1K in Q4 2024. 140 funds tracked by Wall St. Rank hold QQQX as of Q3 2025.

Clearstead Advisors reported no remaining Nuveen NASDAQ 100 Dynamic Overwrite Fund position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 1,000 Nuveen NASDAQ 100 Dynamic Overwrite Fund shares in Q3 2025, an estimated $26.5K.
Clearstead Advisors first reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund in Q1 2024 and held it in 6 quarters.
Clearstead Advisors's Nuveen NASDAQ 100 Dynamic Overwrite Fund position peaked at $27.1K in Q4 2024.
140 funds tracked by Wall St. Rank held Nuveen NASDAQ 100 Dynamic Overwrite Fund as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.